Cloud Coach Platform & Security

Keeping your data secure is our #1 priority

We know that when you move your business functions to the Cloud there are many things that are important to you, starting with the security of your data.

Built On Salesforce

The world’s leading SaaS platform

When Cloud Coach set out to build the world’s best project delivery suite, we wanted a firm foundation to build our tools on. After studying all the available cloud-based platforms, we settled on the Salesforce platform for its superior:

Data security

Configuration capabilities

Reporting & dashboards

Simple Integration

With your other important business tools

With project delivery being a central part of your business, there are often other tools you want to connect with, such as HCM for user skills & PTO, or a finance system for actual project costings. Cloud Coach gives you integration capabilities including:

Point & Click connection to Salesforce apps

API access to the Cloud Coach data structure

Real time or batched integration ability

Success Is Built On Trust

Trust starts with transparency

Cloud Coach is built natively on the Salesforce platform, meaning that Salesforce’s 99.99% availability extends to Cloud Coach too.
Platform performance data is available 24 hours a day, 7 days a week at trust.salesforce.com including:

System status

Security

Compliance

Different User Roles?

Control who has access to what

Not everyone in your business has the same needs for their day to day job, so Cloud Coach gives you full control over which type of users can do what:

Granular permissions over functional capability

Group assignments of profile permissions

The ability to lock down data

Multiple Departments?

Keep your departmental records separate

Across a large global business you may have many different departments and business units using Cloud Coach each day. Keep your teams focused on their own work with record level security.

Restrict visibility by department

Use business rules to grant record access

Give executive visibility through hierarchies

Avoid Prying Eyes

Reveal just the data a user needs to see

Even down at the individual record level when several users may all have access to the same record, you still might want to hide or restrict certain pieces of information from different users:

Hide financial data from end users

Make KPI data visible but not editable

Control access based on user profiles

Where would you like to go next?

Project Management

Resource Management

Teamwork

Time Tracking

Professional Services Automation

Project Portfolio Management

Reporting

Platform & Security

Cloud Coach specializes in enterprise-class project, PSA & PPM software built for businesses that want to make strategic investments in their success.